- Manager
- Sundaram Alternate Assets
- Service
- Discretionary
- Asset class
- Equity
Voyager
+24.32%
1-year return
Benchmark S and P BSE 500 TRI −2.33% · to 30 Sep 2026
Sundaram Alternate Assets’ Voyager returned 24.32% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 TRI. It managed ₹222 crore across its clients.
Key numbers
- AUM
- ₹222 Cr
- Benchmark
- S and P BSE 500 TRI
- Turnover, past year
- 0.45×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −6.73% | −5.57% | −1.16% |
| 3 months | −4.27% | −3.59% | −0.68% |
| 6 months | +29.23% | +8.07% | +21.16% |
| 1 year | +24.32% | −2.33% | +26.65% |
| 2 years | +13.81% | −3.93% | +17.74% |
| 3 years | +22.31% | +9.20% | +13.11% |
| 4 years | +18.34% | +11.22% | +7.12% |
| 5 years | +13.70% | +8.91% | +4.79% |
| Since inception | +14.81% | +13.63% | +1.18% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity97.55%₹216 Cr
- Cash and other2.45%₹5.43 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.25 Cr
- Outflow, Sep 2026
- ₹0.35 Cr
- Net, Sep 2026
- ₹1.90 Cr
- Net, FY to date
- ₹11.18 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.45×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Voyager returned?
24.32% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.73%; 3 months: −4.27%; 6 months: 29.23%; 1 year: 24.32%; 2 years: 13.81%; 3 years: 22.31%; 4 years: 18.34%; 5 years: 13.70%; Since inception: 14.81%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 TRI, returned −2.33% over the year, so the strategy was 26.65 percentage points ahead.
How much does Voyager manage?
₹222 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Voyager?
Sundaram Alternate Assets, a SEBI-registered portfolio manager (INP000006271), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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